3D consultant case study deck template
A 3D deck of your case studies — problem, approach, results, client testimonials. Send to prospects after a discovery call. Beats the PDF nobody opens.
Three-step workflow
From source files to live URL
- 1
Pick your 3-5 strongest case studies
Quality over quantity. Each case study: 1-2 pages with the client's situation, your approach, measurable results. Anonymize if NDAs require — most clients let you cite results without naming the company.
- 2
Design the deck
Pages: cover (your name + 'Case Studies'), 1-2 pages per case study, closing page with testimonials + Calendly. Export to PDF from Canva or Figma.
- 3
Upload + send the link
Drop the PDF in i3dify. Brand the cover with your primary color and name. Send the URL after a 30-min discovery call to qualified prospects only.
Why this template
Built for consultant case study deck specifically
- Send after a discovery call — gating the case studies signals they're valuable, not free SEO content.
- Analytics ($3/mo Pro): see which case studies prospects spent time on. Follow up referencing the specific case study that resonated.
- Password-protect for sensitive client data. Some consultants share publicly anonymized case studies + a password-protected version with named clients for serious prospects.
- Custom domain on Pro: `cases.yourconsulting.com` for press-release-grade URL.
- Update case studies as you finish new engagements. Same URL, fresh content every quarter — prospects who saved the link see new wins.
FAQ
Questions about the consultant case study deck template
How many case studies should I include?
3-5 of your strongest. More than 7 dilutes — prospects skim and miss the standout work. Quality > quantity always for case studies.
How do I handle NDAs and confidentiality?
Two approaches: (1) Anonymize — 'A B2B SaaS client, $5M ARR, doubled retention in 90 days'. Most NDAs allow this. (2) Get explicit permission from past clients to name them. Pick approach per client.
Should the case study deck be public or unlisted?
Most consultants use 'Unlisted' (link-only, not searchable in Google) and share the URL post-call. Public case studies work as content marketing if you're trying to attract inbound (but feel less premium when handed out via DM).
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